EPISODE · Nov 21, 2025 · 55 MIN
Year End Strategies
from Element Wealth Radio with Jeremy Nelson · host Jeremy Nelson
In this episode of Element Wealth Radio, Jeremy Nelson discusses essential financial strategies to consider before the year ends, including tax-saving moves, the importance of understanding longevity risk in retirement, and the benefits of strategic charitable giving. The conversation also addresses common retirement challenges through a Q&A segment, providing insights on social security, income planning, and long-term care insurance. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/See omnystudio.com/listener for privacy information.
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Year End Strategies
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